The DocBoss Blog
Add A Revision Index To Packages (With DocBoss)
It is often useful to identify which cards have changed when resubmitting a package to your customer. With a revision index page, DocBoss will check each card included in the package. If the card has changed (identified by a change to its revision number), DocBoss...
Editing Cards Via A CSV File With DocBoss
DocBoss enables users to make changes to existing data in the Card List using a CSV (Excel) file. When you download the file for the first time the data can be a bit overwhelming. Don't let that scare you! Here's how to make those changes. Once...
Can You Show Unlicensed Employees In Submittal History?
DocBoss users are named users who each login using their personal username and password. This makes it easy for you to track each change to a document and understand who did what. How can you deal with unlicensed users in your submittal history though? If employee...
What Makes DocBoss Stand Out Above The Rest? (Document Control)
Aside from the important features surrounding security and functionality, a common feedback point we hear is the support aspect DocBoss provides. Whether you are working with a regular client and you want to streamline your processes using DocBoss, or if you’ve...
Using IF Statements (Auto Numbering, File Naming)
A new variable has been added to the system but is not presented as a button on the pattern variable list. <CardType> with values "manual" / "auto" can be used in your patterns, it just needs to be manually typed in. Using IF statements for Document...
Can My Customer Use DocBoss To Markup Documents?
We've recently had customers ask their customers if they might use the review functions, avoiding submittals entirely. Here are our thoughts: The routing doesn't have the same level of historical reporting.With submittals, the date out, date returned etc is all...
How Do You Upload An Older Revision Of A Document?
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An example: You send revision 0. Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...
Add And Edit Header And Footer Format (Customization)
If you frequently customize documentation at the end of projects for your customers, you might be interested to learn about the various benefits of DocBoss that assist in the customization process. This includes editing headers and footers to meet your customers'...
January 2022 New Release Notification
DocBoss has released our latest update for January 2022 which is now available for all customers. Below is a quick overview of the changes. The link at the bottom takes you to all release notes with full details. Customer Portal The customer portal has been changed...
Card List – Grid Row Colors Used In DocBoss
Here are some customization options you can take advantage of with DocBoss when you use cards. Default Grid Row Colors There are two default grid colors that will appear in the Card List in the following situations: Red - If expected return of card is after due date....
Run the Expedite Process and Send Emails With DocBoss
Below is the series of steps along with screenshots of the expedite process offered by DocBoss along with the reporting features and email functionality. Start Expedite Process Expediting is done in a global sense, not from within each project. You can of course...
Create a Job and Assign It To Multiple Projects With DocBoss
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on Project 2....
Handling Job-Based Supplier Document Indexes
To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned all projects to the Job,...
Working With Cards With DocBoss
Stage management "For Approval" checkbox on stage On the stage lists, users can enable a single checkbox called "For Approval". This has a singular purpose: On the project dashboard, there is a new lens called For Approval. If you mark off your for approval stage,...
Do You Define Document Requirements At The Proposal Stage?
When you get a request for proposal with a 20-page document submittal spec, you assume that everything is covered. I mean, you are being told exactly how and how high to jump. As long as you follow the spec, you’ve got it covered. You likely flip though the codes, and...
Your Document Controller Just Quit. Now What?
Your document controller just quit in the middle of a project... "One of my document controllers just quit! How can I figure out where they were at with the project?" As a project progresses - especially a long one - the chance that one or more of your project members...
Do you have document control procedures in place?
Are your document control procedures documented and structured? Every company submitting documents to an engineering, procurement, and construction (EPC) partner faces the same problems: large volumes of manual work, coupled with complex (or unclear) expectations and...
Do You Back Up Your Project Data? (How DocBoss Does It)
Paper document storage can be expensive and cumbersome. If project documents are an important part of your work, you already know the value of protecting and storing them. The question is.... How? Also, how long do you have to store them? Paper storage can get very...
Do You Work With Cards? Here’s How DocBoss Helps
Manual Cards for Tagged Equipment Add Manual cards (link to either major tags or tagged equipment) Manual cards allow users to add (or upload) cards, while manually selecting the appropriate doc codes, and tags. This function has existed strictly for use with the...
Use Multi-Factor Authentication for Users
Multi-factor authentication (MFA) refers to accessing an application or website only after supplying two or more pieces of information rather than just a single password. It increases security and decreases the chance that your account is accessed by a third party who...
Focused largely on tagged equipment, DocBoss minimizes the manual work required to deliver project documentation.
We are here to answer any questions you may have about DocBoss and how we can help you improve your document control workflow.
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